Application independent rendering of scorecard metrics

• US 20070143161A1
• Filed: 12/21/2005
• Published: 06/21/2007
• Est. Priority Date: 12/21/2005
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Hulen, Corey, Lim, Chen-I, Tien, Ian, Tomai, Catalin
• Application Number:
  US11/313,324
• Publication Number:
  US 20070143161A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

Application independent rendering of scorecard metrics is provided. A hierarchy for scorecard metrics, such as KPI'"'"'s, KPI groups, and objectives, is determined and data associated with each scorecard metric is retrieved based on the hierarchy. Scorecard calculation is performed based on the retrieved data and the hierarchy. A scorecard representation may then be generated based on the calculation and transformed into a format such that application independent reports can be generated based on the scorecard representation. The transform may include generating a document using Report Definition Language (RDL). The RDL document may then be forwarded to an application for report generation.

Claims

1. A computer-implemented method for application independent rendering of scorecard metrics, comprising:

providing a definition for a logic structure for data associated with scorecard metrics;

retrieving the data based on the logic structure;

performing a scorecard calculation using the data and the logic structure; and

rendering the scorecard metrics based on the calculation such that an application independent report can be prepared.

2. The computer-implemented method of claim 1, further comprising determining the logic structure for the data based on one of:

a subscriber input, a predetermined set of rules, a scorecard configuration, and a subscriber credential.

3. The computer-implemented method of claim 1, wherein the logic structure includes a column definition and a data type definition.

4. The computer-implemented method of claim 1, further comprising using the rendered scorecard metrics as a data source in providing the report.

5. The computer-implemented method of claim 1, wherein the data is retrieved from a plurality of data sources, and wherein the data is multidimensional.

6. The computer-implemented method of claim 1, further comprising forwarding the rendered scorecard metrics to at least one of:

a print application, a web publishing application, an electronic mail application, a charting application, a spreadsheet application, and a word processing application.

7. The computer-implemented method of claim 6, wherein the data is forwarded in form of an extensible Markup Language (XML) file.

8. The computer-implemented method of claim 6, wherein the data includes at least one of:

content and property information associated with the scorecard metrics.

9. The computer-implemented method of claim 8, wherein the property information designates the content as one of:

a number, a string, and a graphic symbol.

10. The computer-implemented method of claim 1, wherein the logic structure includes metadata associated with the scorecard calculation.

11. The computer-implemented method of claim 1, wherein the scorecard metrics includes at least one of:

a Key Performance Indicator (KPI), a KPI group, and an objective.

12. The computer-readable medium of claim 11, wherein the scorecard calculation includes determining a KPI score for each KPI reporting to a selected scorecard metric based on a comparison of an actual value and an associated target value of the KPI, and determining a rolled-up score of all KPI'"'"'s reporting to the selected scorecard metric based on a weighted aggregation of the KPI scores.

13. A computer-readable medium having computer instructions for application independent rendering of a scorecard report, the instructions comprising:

determining a hierarchy for scorecard metrics;

retrieving data associated with each scorecard metric based on the hierarchy;

performing a scorecard calculation based on the retrieved data and the hierarchy;

generating a scorecard representation based on the calculation; and

transforming the scorecard representation into a format such that application independent reports can be generated based on the scorecard representation.

14. The computer-readable medium of claim 13, wherein transforming the scorecard representation includes generating a document using Report Definition Language (RDL).

15. The computer-readable medium of claim 14, further comprising forwarding the RDL document to an application.

16. The computer-readable medium of claim 14, wherein the RDL document includes at least one of:

layout information for the scorecard representation, data for each calculated scorecard metric, and property information for each scorecard representation element.

17. The computer-readable medium of claim 13, wherein the scorecard representation is filtered based on a subscriber permission status.

18. A system for providing application independent scorecard reports, the system comprising:

a scorecard server configured to;

determine a hierarchy for scorecard metrics;

retrieve data associated with each scorecard metric based on the hierarchy;

perform a scorecard calculation based on the retrieved data and the hierarchy;

generate a scorecard representation based on the calculation; and

transform the scorecard representation into an RDL document;

a report server configured to;

receive the RDL document from the scorecard server; and

generate a scorecard report based on a subscriber selected application and at least one of;

layout information for the scorecard representation, data for each calculated scorecard metric, and property information for each scorecard representation element included in the RDL document.

19. The system of claim 18, further comprising a database server configured to retrieve data associated with the scorecard metrics from at least one database, and provide the data to the scorecard server.

20. The system of claim 18, wherein the RDL document is provided to the report server employing a Data Processing Extension (DPE) Application Programming Interface (API).